Stock chart
Analyses on Alony Hetz (7)
- May 21, 2026
- May 20, 2026
- March 18, 2026March 18, 2026
- Follow-up
Follow-up to Alony Hetz: Energix as a NAV Engine, When Does It Become a Cash Engine
Energix has already become a major value engine inside Alony Hetz, but it is not yet a cash engine on the same scale. Growth in connected capacity, pipeline and reported revenue is still running ahead of the cash actually reaching the parent.
- Follow-up
Follow-up to Alony Hetz: Dovetail and Brockton, How Much Capital Is Still Needed Before the Value Becomes Reachable
There is real value inside Brockton, but it still sits behind a heavy capital, financing, and leasing sequence. Dovetail is effectively the whole development book, and by year-end 2025 only GBP 179 million had been invested out of a GBP 699 million total construction cost, so th…
- Follow-up
Follow-up to Alony Hetz: CARR After JPM, More Control but a Lower Earnings Base
The JPM redemption materially improved Alony Hetz's control over CARR and tightened its governance grip, but it also lowered the recurring NOI and FFO base, so 2026 is set up as the first real test of a smaller portfolio carrying more visible leverage.
- Follow-up
Follow-up to Alony Hetz: How Much Cash Really Reaches the Parent After DRIP, Dividends, and Debt
At Alony Hetz, the issue is not lack of value but the slow speed at which value turns into parent cash. After DRIP, financing costs, and the parent dividend, only NIS 113 million was left upstairs in 2025, so the real test is upstream cash rather than more NAV.
Alony Hetz 2025: Value Is Building Fast, Cash Is Moving Up Slowly
Alony Hetz looks inexpensive versus adjusted NAV, but the real story is not only asset value. It is the pace at which cash can move upstream to the parent. Amot carries the cash anchor, while CARR, Brockton, and Energix still require more capital and more time.
More companies in Investment-Properties In Israel (58)
